Charitable Insights: Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
2023 Issues
- July:
Noncash donations create decades-long relationships - June:
Endowment funds: plant seeds and watch them blossom - May:
Veteran FA offers 4 charitable conversation starters - April:
Talk less, listen more: building charitable relationships - March:
Ask the right question and follow the answer - January:
Four steps to help your clients plan their generosity
2022 Issues
- September:
Helping clients prepare for year-end - July / August:
Gift Annuities: Appealing Solution for Appreciated Stocks - June:
Charitable gift annuities for income now, gifts later - April:
Journey Financial Consultants: Proving Surplus and Passing the Baton - March:
Working with clients to develop a strategic charitable plan